Running discussion on SP, page-53454

Would love to hear your response to this mate. You seemed like a true believer a few years back when sector was far less hot, far more project risk, much more development and no big investment.

I think in terms of a 10 year hold AVZ has a lot of attractiveness, comparing to the big players SQM/Albmarle, AVZ (as well as a few other players - it seems LTR, PLS have same potential, AVZ just matches my risk profile) seem to poised to (atleast have a reasonably realistic chance) get to Tier 1 producing as a 'perpetual deficit' lithium cycle kicks in.

What would you like to see to get back into this at the moment? Given your interest I presume you must be exposed to Lithium somewhere currently. Have always enjoyed your insights.